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Future of Education

Education technology delivers teaching, assessment, and credentials online, both to students and to employers retraining their staff. Public funding cycles and employer budgets drive it more than consumer demand does.

77 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Orbis Holdings Hamilton, Bermuda	$1.89B	-$194M	2	14.82%	Reduced
2	CCMH Cornerstone Capital Management Holdings New York	$1.75B	+$91.9M	5	14.38%	Increased
3	Invesco Atlanta, Georgia	$1.42B	-$135M	19	0.57%	Reduced
4	Lazard Asset Management New York	$1.35B	-$115M	6	3.1%	Reduced
5	Vanguard Group Malvern, Pennsylvania	$1.09B	+$86.5M	21	0.07%	Increased
6	Fidelity International Hamilton, Bermuda	$1.02B	-$41.5M	4	3.1%	Reduced
7	Franklin Resources San Mateo, California	$779M	-$11.1M	8	0.39%	Reduced
8	Fidelity Investments Boston, Massachusetts	$757M	-$18.6M	15	0.1%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$678M	+$153M	20	0.16%	Increased
10	BlackRock Institutional Trust San Francisco, California	$651M	+$234M	20	0.11%	Increased
11	OppenheimerFunds New York	$602M	-$2.73M	10	0.76%	Reduced
12	State Street Boston, Massachusetts	$597M	+$146M	19	0.07%	Increased
13	Vontobel Asset Management New York	$547M	+$7.49M	1	4.23%	Increased
14	Acadian Asset Management Boston, Massachusetts	$528M	+$232M	9	2.76%	Increased
15	Comgest Global Investors Paris, France	$517M	-$69.7M	1	17.25%	Reduced
16	Renaissance Technologies New York	$515M	-$130M	18	1.12%	Reduced
17	Wells Fargo San Francisco, California	$459M	-$33.6M	22	0.18%	Reduced
18	Dimensional Fund Advisors Austin, Texas	$455M	+$32.6M	18	0.28%	Increased
19	UBS AM Chicago, Illinois	$450M	-$30.3M	17	0.51%	Reduced
20	ACG Anchorage Capital Group New York	$438M	$0	1	4.26%	Maintained
21	Artisan Partners Milwaukee, Wisconsin	$435M	-$8.92M	2	0.85%	Reduced
22	Morgan Stanley New York	$408M	+$5.4M	23	0.15%	Increased
23	Capital Research Global Investors Los Angeles, California	$367M	+$23.7M	3	0.13%	Increased
24	SAM Southeastern Asset Management Memphis, Tennessee	$341M	+$3.13M	1	3.08%	Increased
25	Boston Partners Boston, Massachusetts	$337M	-$27.9M	3	0.48%	Reduced